Importing Categories (via Excel)

Getting Started

 

Categories in Sales Layer help you to create a hierarchical tree-like structure which can be useful for organising your Products. This structure can be created manually, in the same way we saw above when importing product information.

Note: in this case, the basic fields are: Category Reference, Parent Category Reference, Category Name and, if needed, Category Image and Category Description.

An Example of an Excel sheet containing information on Categories
An Example of an Excel sheet containing information on Categories

The field: Parent Category Reference is how we create the hierarchical element of the structure. It determines whether a category is a subcategory or not, and if it is, to which category it belongs. Any categories without a value in their Parent Category Reference field become main, or root categories.

An example of the Category fields to be imported
An example of the Category fields to be imported

The process of importing Categories is identical to that of importing products, and in fact to that of importing variants as well. The fields that Sales Layer recognizes are given a green background, while those that are new are given a white one, and as before the names and types of all the fields are fully customisable.

An example of the Sales Layer category tree
An example of the Sales Layer category tree